I graduated from Penn State in 1986 with a degree in Finance and Economics and have built my career around helping individuals, families, and small business owners prepare for their financial futures.
I specialize in retirement planning, with a focus on helping clients understand the decisions that come with preparing for and transitioning into retirement. I also help clients navigate Social Security and Medicare planning as part of the bigger picture. My goal is to help clients put the pieces together so they can make informed decisions and feel confident about the path ahead.
Outside of work, I enjoy spending time with my wife, Jeanne, and our two grown sons. I’m also an avid golfer, so when I’m not working, there’s a good chance you’ll find me on the golf course.